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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,770 | $101,795+16.7% | $165,100-28.1% | $80,959+46.7% |
| Participation rate | 74.3% | 71.8%+2.5pp | 78.6%-4.3pp | 67.7%+6.6pp |
| Annual return | 10.87% | 16.73%-5.9pp | 70.21%-59.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,002 | $4,476-10.6% | $6,035-33.7% | $4,300-6.9% |
| Admin fee / account holder | $30,842 | $8,221+275.2% | $12,696+142.9% | $6,925+345.3% |